VLGIX vs. FUAMX
Compare and contrast key facts about Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
VLGIX is managed by Vanguard. It was launched on Jul 30, 2010. FUAMX is managed by Fidelity.
Performance
VLGIX vs. FUAMX - Performance Comparison
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VLGIX vs. FUAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLGIX Vanguard Long-Term Treasury Index Fund Institutional Shares | -0.26% | 5.46% | -6.11% | 3.67% | -29.45% | -5.06% | 17.72% | 14.31% | -1.59% | 1.73% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | -0.46% | 8.00% | 0.40% | 4.08% | -13.06% | -3.19% | 8.86% | 7.25% | 1.25% | -0.35% |
Returns By Period
In the year-to-date period, VLGIX achieves a -0.26% return, which is significantly higher than FUAMX's -0.46% return.
VLGIX
- 1D
- 1.24%
- 1M
- -3.94%
- YTD
- -0.26%
- 6M
- -0.44%
- 1Y
- 0.42%
- 3Y*
- -1.41%
- 5Y*
- -4.55%
- 10Y*
- -0.82%
FUAMX
- 1D
- 0.62%
- 1M
- -2.50%
- YTD
- -0.46%
- 6M
- 0.44%
- 1Y
- 3.70%
- 3Y*
- 2.80%
- 5Y*
- -0.18%
- 10Y*
- —
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VLGIX vs. FUAMX - Expense Ratio Comparison
VLGIX has a 0.05% expense ratio, which is higher than FUAMX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VLGIX vs. FUAMX — Risk / Return Rank
VLGIX
FUAMX
VLGIX vs. FUAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VLGIX | FUAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.89 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.23 | 1.32 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.16 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.60 | -1.30 |
Martin ratioReturn relative to average drawdown | 0.67 | 4.58 | -3.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VLGIX | FUAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.89 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.31 | -0.03 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.06 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.22 | -0.03 |
Correlation
The correlation between VLGIX and FUAMX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VLGIX vs. FUAMX - Dividend Comparison
VLGIX's dividend yield for the trailing twelve months is around 4.10%, more than FUAMX's 3.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLGIX Vanguard Long-Term Treasury Index Fund Institutional Shares | 4.10% | 4.43% | 4.67% | 3.31% | 2.83% | 1.78% | 2.15% | 2.46% | 2.73% | 2.57% | 2.70% | 2.82% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.36% | 3.52% | 3.58% | 2.20% | 1.24% | 1.76% | 2.90% | 2.16% | 2.23% | 0.49% | 0.00% | 0.00% |
Drawdowns
VLGIX vs. FUAMX - Drawdown Comparison
The maximum VLGIX drawdown since its inception was -46.23%, which is greater than FUAMX's maximum drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for VLGIX and FUAMX.
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Drawdown Indicators
| VLGIX | FUAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.23% | -20.25% | -25.98% |
Max Drawdown (1Y)Largest decline over 1 year | -8.50% | -3.10% | -5.40% |
Max Drawdown (5Y)Largest decline over 5 years | -41.00% | -18.27% | -22.73% |
Max Drawdown (10Y)Largest decline over 10 years | -46.23% | — | — |
Current DrawdownCurrent decline from peak | -36.43% | -6.87% | -29.56% |
Average DrawdownAverage peak-to-trough decline | -14.80% | -7.33% | -7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 1.08% | +2.77% |
Volatility
VLGIX vs. FUAMX - Volatility Comparison
Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) has a higher volatility of 3.58% compared to Fidelity Intermediate Treasury Bond Index Fund (FUAMX) at 1.72%. This indicates that VLGIX's price experiences larger fluctuations and is considered to be riskier than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLGIX | FUAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 1.72% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 6.07% | 2.91% | +3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.41% | 4.89% | +5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 6.61% | +7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.74% | 5.87% | +7.87% |